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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-12 |
Branch Locations
1000 South Ave Suite 103, Staten Island, NY 10314 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Integrated Financial Services | Brooklyn | NY | 08/2002 | Present |
| First Allied Securities, Inc. | San Diego | CA | 02/2013 | 09/2022 |
| First Allied Advisory Services, Inc. | Schaumberg | IL | 03/2021 | 03/2021 |
| Cetera Advisors Llc | New York | NY | 09/2022 | Present |
| Cetera Investment Advisers Llc | Schaumberg | IL | 03/2021 | Present |
1.) INTEGRATED FINANCIAL SERVICES; PARTNER; CPA; START DATE 08/01/2002; 160 HOURS PER MONTH. 2.) GUIDED PROFESSIONAL SOLUTIONS LLC; INVESTMENT ADVISOR REPRESENTATIVE; RIA; START DATE 01/01/2014; 40 HOURS PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-11-30 |
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